CIK 1329375
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-30). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-30. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| SWANK, JERRY, VANE | LIMITED PARTNER | 2003-10 | 75%+ ·◆ |
| MUSGRAVE, JOHN, MARSHALL | PRESIDENT AND CEO (10/2023) MANAGING PARTNER (12/2022) AND CO-CHIEF INVESTMENT OFFICER (09/2019) | 2019-09 | <5% ·◆ |
| NELSON, BLAKE, ROBERT | CHIEF FINANCIAL OFFICER | 2021-02 | <5% ·◆ |
| OFFICER MEAD, BRAD, BENJAMIN | CHIEF COMPLIANCE OFFICER | 2024-10 | <5% ·◆ |
| SUNDERLAND, TODD, WILLIAM | CHIEF OPERATING OFFICER AND CHIEF RISK | 2022-12 | <5% ·◆ |
| SWANK CAPITAL, LLCentity | GENERAL PARTNER | 2003-10 | <5% ·◆ |
| NXG CUSHING, LLCentity | LIMITED PARTNER | 2024-06 | 10–25% |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| ENGELSMAN, JEFFREY, ALAN | CHIEF COMPLIANCE OFFICER | 2024-04 | — not seen at a tracked firm |
| KUMAR, SAKET | MANAGING PARTNER (12/2022) AND CO-CHIEF INVESTMENT OFFICER · CO-CHIEF INVESTMENT OFFICER | 2023-06 | — not seen at a tracked firm |
| RHODES, MARK, EDWARD | PRESIDENT AND CEO | 2023-06 | — not seen at a tracked firm |
| CALABRO, MATHEW, JOHN | CHIEF COMPLIANCE OFFICER | 2023-05 | — not seen at a tracked firm |
| ALBAN, JOHN, HOWARD | CHIEF EXECUTIVE OFFICER (AS OF 1/2019) AND CHIEF OPERATING OFFICER · CHIEF OPERATING OFFICER · CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | 2022-11 | — not seen at a tracked firm |
| GREENBERG, BARRY, Y. | CHIEF COMPLIANCE OFFICER | 2021-03 | — not seen at a tracked firm |
| WENK, MATTHEW, DAVID | CHIEF FINANCIAL OFFICER | 2020-06 | — not seen at a tracked firm |
| TOUDOUZE, ELIZABETH, FRENCH | LIMITED PARTNER | 2014-10 | — not seen at a tracked firm |
| SPEARS, DANIEL, LEONARD | LIMITED PARTNER | 2014-10 | — not seen at a tracked firm |
| GALLAGHER, KEVIN, PATRICK | LIMITED PARTNER | 2014-10 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
